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<h1>Creating a document using a template</h1>
<p>You can save a document as a template and pattern new documents based 
 on it. Any new document made using this template will contain the same 
 underlying datasets, fields, formatting, and layout as the template document. 
 After the new document is created, you can customize the document as you 
 want.</p>
<p>MicroStrategy also comes with several predefined document templates. 
 Use the Blank Document template to create a traditional document, with 
 multiple sections. The Blank Dashboard template displays only one section, 
 the Details Header, allowing you to easily design a dashboard using the 
 whole screen. For an introduction to dashboards, see 
<a HREF="Dynamic_dashboards.htm">Designing 
 dynamic enterprise dashboards</a>.</p>
<p>A document template is a standard MicroStrategy object template. A document 
 becomes a template when it is saved in the Object Templates\Documents 
 folder in MicroStrategy Desktop. By default, the Object Templates folder 
 is hidden. For steps to view the Object Templates folder see the Desktop 
 help.</p>
<p>The template saved in the Object Templates\Documents folder is available 
 as a choice in the New Document dialog box when you create a new document. 
 For steps to save a document as a template, see the <span style="font-style: italic;"><I>MicroStrategy 
 Report Services Document Creation Guide</I></span>.</p>
<h2>Prerequisite</h2>
<ul type="disc" class="whs1">
	
<li class=p><p>You must have document designer privileges.</p></li>
</ul>
<h2>To create a document using a template</h2>
<ol type="1" class="whs2">
	
<li class=p><p>Click <span style="font-weight: bold;"><B>Create Document 
 </B></span>at the top of the page. The Create Document page is displayed.</p></li>
	
<li class=p><p class="whs3">If you have the appropriate 
 privileges, the <span style="font-weight: bold;"><B>View document in Design 
 Mode</B></span> check box is selected by default. Clear the check box if you 
 want to open the document in the default mode specified by the template's 
 designer.</p></li>
	
<li class=p><p>Document templates are listed on the Create Document 
 page. Select a document template. The document opens in the Document Editor, 
 displaying the datasets, controls, formatting, and layout of the template. 
 </p></li>
	
<li class=p><p>Add objects such as Grid/Graphs, shapes, text fields, 
 panel stacks, and widgets to the document. For examples and steps, see 
 the following:</p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p>
<a HREF="Add_dataset_to_document.htm">Adding 
 and removing a dataset</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a HREF="Dynamic_dashboards.htm">Designing 
 dynamic enterprise dashboards</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a href="Add_lines_to_documents.htm">Adding 
 lines to documents</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a href="Add_rectangles_to_documents.htm">Adding 
 rectangles to documents</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a href="Add_data_fields_to_document.htm">Adding 
 data fields to a document</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a href="Add_text_data_to_documents.htm">Adding 
 text and data to documents</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a href="Insert_panel_stack_into_document.htm">Inserting 
 a panel stack into a document</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a href="Insert_a_widget.htm">Inserting 
 a widget into a document</a></p></li>
	</ul>
	
<li class=p><p>Format the document and controls by applying colors, 
 effects, borders, drop shadows, gradients, and more. For steps, see the 
 following:</p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p>
<a href="Apply_3D_effects.htm">Applying 
 3D effects to controls</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a href="Applying_banding.htm">Applying 
 color banding to a report</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a href="Drop_shadows.htm">Applying 
 drop shadows</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a href="Gradients.htm">Applying 
 gradient colors</a></p></li>
		
<li style="list-style: disc;" type=disc class=p><p>
<a href="Transparent_controls.htm">Applying 
 a transparent backstyle</a></p></li>
	</ul>
	
<li class=p><p>Group and sort the data, as required:</p></li>
	<ul>
<li style="list-style: disc;" type=disc class=p><p>For information 
 on grouping, see 
<a href="Grouping_data.htm">Grouping records in a document</a>.</p></li>
		
<li style="list-style: disc;" type=disc class=p><p>For information 
 sorting, see 
<a href="Sort_document.htm">Sorting data in a document</a>.</p></li>
	</ul>
	
<li class=p><p>
<a href="Display_and_hide_totals.htm">Add totals</a>, 
 if required. </p></li>
	
<li class=p><p>Select <span style="font-weight: bold;"><B>Save As</B></span> 
 from the <span style="font-weight: bold;"><B>Home</B></span> menu to save the 
 document.</p></li>
	
<li class=p><p>Type a name for the document and click <span style="font-weight: bold;"><B>OK</B></span>.</p></li>
</ol>
<h3>Related topics</h3>
<ul type="disc" class="whs1">
	
<li class=p><p>
<a HREF="Creating_a_document_from_scratch.htm">Creating 
 a document from scratch</a></p></li>
	
<li class=p><p>
<a HREF="Dynamic_dashboards.htm">Designing dynamic enterprise 
 dashboards</a></p></li>
</ul>
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